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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,945 | $198,457-67.8% | $170,435-62.5% | $147,586-56.7% |
| Participation rate | 53.3% | 88.0%-34.6pp | 83.6%-30.3pp | 82.8%-29.5pp |
| Annual return | 12.73% | 257.30%-244.6pp | 205.94%-193.2pp | 578.59%-565.9pp |
| Employer contribution / active EE | $1,318 | $6,183-78.7% | $5,432-75.7% | $4,876-73.0% |
| Participant deferral / active EE | $3,703 | $5,629-34.2% | $4,939-25.0% | $5,439-31.9% |
| Admin fee / account holder | $632 | $16,852-96.2% | $13,881-95.4% | $10,886-94.2% |